1620 Investment Advisors’s Boston Beer SAM Stock Holding History

1620 Investment Advisors’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Sell	1,217 -252	-17%	-$51.1K	0.13%	167
2026 Q1	$338K	Buy	1,469 +479	+48%	+$108K	0.23%	118
2025 Q4	$193K	Sell	990 -14	-1%	-$2.89K	0.13%	160
2025 Q3	$212K	Buy	1,004 +92	+10%	+$19.6K	0.14%	143
2025 Q2	$174K	Sell	912 -4	-0.4%	-$921	0.12%	160
2025 Q1	$219K	Buy	916 +7	+0.8%	+$1.71K	0.17%	140
2024 Q4	$273K	Buy	909 +429	+89%	+$129K	0.21%	133
2024 Q3	$139K	Buy	480 +4	+0.8%	+$1.11K	0.1%	181
2024 Q2	$145K	Buy	+476	New	+$136K	0.11%	182
2022 Q2	–	Sell	-700	Closed	-$354K	–	140
2022 Q1	$354K	Hold	700	–	–	0.39%	90
2021 Q4	$354K	Buy	+700	New	+$350K	0.4%	86

Other funds holding SAM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return